Provider Financial, Inc.
Provider Financial, Inc. is an SEC-registered mass-market adviser in Indianapolis, IN with $304.0M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Provider Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168964, SEC 801-113344, data through 2026-02-07.
- AUM (assets under management / regulatory AUM)
- $304.0M (2026-02-07)
- Firm type
- Mass-Market Adviser
- Location
- Indianapolis, IN
- Employees
- 3
- Clients
- 505
- CRD
- 168964
- Ownership
- MALMQUIST, ROBERT, LAINE
How much AUM does Provider Financial, Inc. have?
Provider Financial, Inc. reported $304.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-07).
Who owns Provider Financial, Inc.?
Disclosed owners and executives of Provider Financial, Inc. include MALMQUIST, ROBERT, LAINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.